HFR Wealth Management, LLC - Portfolio overview

HFR Wealth Management, LLC has 52 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Industrials.

Largest reported holdings by portfolio allocation

1. TJX - TJX COS INC NEW, 5.21%
2. AAPL - APPLE INC, 4.90%
3. AMZN - AMAZON COM INC, 4.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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